RDWM

Red Door Wealth Management Portfolio holdings

AUM $961M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$9M
3
+$7.3M
4
AAPL icon
Apple
AAPL
+$5.98M
5
MSFT icon
Microsoft
MSFT
+$3.67M

Top Sells

1
+$2.18M
2
+$1.46M
3
+$453K
4
IYH icon
iShares US Healthcare ETF
IYH
+$319K
5
BDX icon
Becton Dickinson
BDX
+$258K

Sector Composition

1 Technology 22.75%
2 Financials 14.14%
3 Consumer Discretionary 8.26%
4 Healthcare 7.39%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.01M 0.6%
47,648
+4,756
52
$4.89M 0.58%
32,682
+8,281
53
$4.87M 0.58%
65,564
+10,149
54
$4.76M 0.57%
27,026
+6,432
55
$4.21M 0.5%
13,806
+848
56
$3.97M 0.47%
36,849
+2,191
57
$3.91M 0.47%
12,862
-503
58
$3.83M 0.46%
28,580
+1,470
59
$3.38M 0.4%
18,532
-45
60
$3.19M 0.38%
47,654
61
$3.05M 0.36%
3,804
+2,116
62
$2.92M 0.35%
115,243
+381
63
$2.84M 0.34%
45,604
+879
64
$2.76M 0.33%
4,461
-312
65
$2.62M 0.31%
11,579
+4,160
66
$2.5M 0.3%
7,828
+2,178
67
$2.38M 0.28%
27,780
+1,074
68
$2.33M 0.28%
11,378
+8,199
69
$2.3M 0.27%
81,936
-500
70
$2.08M 0.25%
86,728
71
$2.05M 0.24%
3,615
+2,755
72
$2.01M 0.24%
6,875
+1,151
73
$1.9M 0.23%
2,437
+298
74
$1.87M 0.22%
20,409
+222
75
$1.85M 0.22%
8,458
+2,754
1 2
3
4 5